401k Plan data: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN plan

RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 401k Plan overview

Plan Name	RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN
Plan identification number	002

RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Code section 401(m) arrangement - Employee contributions are allocated to separate accounts under the plan or employer contributions are based, in whole or in part, on employee deferrals or contribtions to the plan. Not applicable if plan is 401(k) plan with only QNECs and/or QMACs. Also not applicable if Code section 403(b)(1), 403(b)(7) or 408 arrangements/accounts/annuities.
Participant-directed brokerage accounts provided as an investment option under the plan.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

RUSSELL D. BOERNER, CPA, SC has sponsored the creation of one or more 401k plans.

Company Name: RUSSELL D. BOERNER, CPA, SC

Employer identification number (EIN): 391359816

NAIC Classification: 541211
NAIC Description: Offices of Certified Public Accountants

Form 5500 Filing Information

Submission information for form 5500 for 401k plan RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
002 2023-05-01 BRIAN BOERNER 2024-05-06
002 2022-05-01 BRIAN BOERNER 2023-10-16
002 2021-05-01 BRIAN BOERNER 2022-09-30
002 2020-05-01 BRIAN BOERNER 2021-09-21
002 2020-05-01 BRIAN BOERNER 2021-10-26
002 2019-05-01
002 2018-05-01
002 2017-05-01 BRIAN BOERNER
002 2016-05-01 BRIAN BOERNER
002 2015-05-01 BRIAN BOERNER
002 2014-05-01 BRIAN BOERNER
002 2013-05-01 BRIAN BOERNER
002 2012-05-01 BRIAN BOERNER
002 2011-05-01 BRIAN BOERNER
002 2010-05-01 BRIAN BOERNER
002 2009-05-01 BRIAN BOERNER

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
002	2023-05-01	BRIAN BOERNER	2024-05-06
002	2022-05-01	BRIAN BOERNER	2023-10-16
002	2021-05-01	BRIAN BOERNER	2022-09-30
002	2020-05-01	BRIAN BOERNER	2021-09-21
002	2020-05-01	BRIAN BOERNER	2021-10-26
002	2019-05-01
002	2018-05-01
002	2017-05-01	BRIAN BOERNER
002	2016-05-01	BRIAN BOERNER
002	2015-05-01	BRIAN BOERNER
002	2014-05-01	BRIAN BOERNER
002	2013-05-01	BRIAN BOERNER
002	2012-05-01	BRIAN BOERNER
002	2011-05-01	BRIAN BOERNER
002	2010-05-01	BRIAN BOERNER
002	2009-05-01	BRIAN BOERNER

Plan Statistics for RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN

401k plan membership statisitcs for RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN

Measure Date Value
2024: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year 2024-05-06 2
Total number of particpants at end of year 2024-05-06 0
Number of Participants With Account Balances 2024-05-06 0
2022: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year 2022-09-30 5
Total number of particpants at end of year 2022-09-30 5
Number of Participants With Account Balances 2022-09-30 5
2019: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year 2019-05-01 4
Total number of active participants reported on line 7a of the Form 5500 2019-05-01 4
Number of retired or separated participants receiving benefits 2019-05-01 0
Number of other retired or separated participants entitled to future benefits 2019-05-01 0
Total of all active and inactive participants 2019-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2019-05-01 0
Total participants 2019-05-01 4
Number of participants with account balances 2019-05-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2019-05-01 0
2018: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year 2018-05-01 4
Total number of active participants reported on line 7a of the Form 5500 2018-05-01 4
Number of retired or separated participants receiving benefits 2018-05-01 0
Number of other retired or separated participants entitled to future benefits 2018-05-01 0
Total of all active and inactive participants 2018-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2018-05-01 0
Total participants 2018-05-01 4
Number of participants with account balances 2018-05-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2018-05-01 0
2017: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year 2017-05-01 4
Total number of active participants reported on line 7a of the Form 5500 2017-05-01 4
Number of retired or separated participants receiving benefits 2017-05-01 0
Number of other retired or separated participants entitled to future benefits 2017-05-01 0
Total of all active and inactive participants 2017-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2017-05-01 0
Total participants 2017-05-01 4
Number of participants with account balances 2017-05-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2017-05-01 0
2016: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year 2016-05-01 4
Total number of active participants reported on line 7a of the Form 5500 2016-05-01 4
Number of retired or separated participants receiving benefits 2016-05-01 0
Number of other retired or separated participants entitled to future benefits 2016-05-01 0
Total of all active and inactive participants 2016-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2016-05-01 0
Total participants 2016-05-01 4
Number of participants with account balances 2016-05-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2016-05-01 0
2015: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year 2015-05-01 4
Total number of active participants reported on line 7a of the Form 5500 2015-05-01 4
Number of retired or separated participants receiving benefits 2015-05-01 0
Number of other retired or separated participants entitled to future benefits 2015-05-01 0
Total of all active and inactive participants 2015-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2015-05-01 0
Total participants 2015-05-01 4
Number of participants with account balances 2015-05-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2015-05-01 0
2014: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year 2014-05-01 4
Total number of active participants reported on line 7a of the Form 5500 2014-05-01 4
Number of retired or separated participants receiving benefits 2014-05-01 0
Number of other retired or separated participants entitled to future benefits 2014-05-01 0
Total of all active and inactive participants 2014-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2014-05-01 0
Total participants 2014-05-01 4
Number of participants with account balances 2014-05-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2014-05-01 0
2013: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year 2013-05-01 4
Total number of active participants reported on line 7a of the Form 5500 2013-05-01 4
Number of retired or separated participants receiving benefits 2013-05-01 0
Number of other retired or separated participants entitled to future benefits 2013-05-01 0
Total of all active and inactive participants 2013-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2013-05-01 0
Total participants 2013-05-01 4
Number of participants with account balances 2013-05-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2013-05-01 0
2012: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year 2012-05-01 4
Total number of active participants reported on line 7a of the Form 5500 2012-05-01 4
Number of retired or separated participants receiving benefits 2012-05-01 0
Number of other retired or separated participants entitled to future benefits 2012-05-01 0
Total of all active and inactive participants 2012-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2012-05-01 0
Total participants 2012-05-01 4
Number of participants with account balances 2012-05-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2012-05-01 0
2011: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year 2011-05-01 4
Total number of active participants reported on line 7a of the Form 5500 2011-05-01 4
Number of retired or separated participants receiving benefits 2011-05-01 0
Number of other retired or separated participants entitled to future benefits 2011-05-01 0
Total of all active and inactive participants 2011-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2011-05-01 0
Total participants 2011-05-01 4
Number of participants with account balances 2011-05-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2011-05-01 0
2010: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year 2010-05-01 4
Total number of active participants reported on line 7a of the Form 5500 2010-05-01 4
Number of retired or separated participants receiving benefits 2010-05-01 0
Number of other retired or separated participants entitled to future benefits 2010-05-01 0
Total of all active and inactive participants 2010-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2010-05-01 0
Total participants 2010-05-01 4
Number of participants with account balances 2010-05-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2010-05-01 0
2009: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year 2009-05-01 0
Total number of active participants reported on line 7a of the Form 5500 2009-05-01 4
Number of retired or separated participants receiving benefits 2009-05-01 0
Number of other retired or separated participants entitled to future benefits 2009-05-01 0
Total of all active and inactive participants 2009-05-01 4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits 2009-05-01 0
Total participants 2009-05-01 4
Number of participants with account balances 2009-05-01 4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested 2009-05-01 0

Measure	Date	Value
2024: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2024 401k membership
Total number of particpants at beginning of year	2024-05-06	2
Total number of particpants at end of year	2024-05-06	0
Number of Participants With Account Balances	2024-05-06	0
2022: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2022 401k membership
Total number of particpants at beginning of year	2022-09-30	5
Total number of particpants at end of year	2022-09-30	5
Number of Participants With Account Balances	2022-09-30	5
2019: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2019 401k membership
Total participants, beginning-of-year	2019-05-01	4
Total number of active participants reported on line 7a of the Form 5500	2019-05-01	4
Number of retired or separated participants receiving benefits	2019-05-01	0
Number of other retired or separated participants entitled to future benefits	2019-05-01	0
Total of all active and inactive participants	2019-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2019-05-01	0
Total participants	2019-05-01	4
Number of participants with account balances	2019-05-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2019-05-01	0
2018: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2018 401k membership
Total participants, beginning-of-year	2018-05-01	4
Total number of active participants reported on line 7a of the Form 5500	2018-05-01	4
Number of retired or separated participants receiving benefits	2018-05-01	0
Number of other retired or separated participants entitled to future benefits	2018-05-01	0
Total of all active and inactive participants	2018-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2018-05-01	0
Total participants	2018-05-01	4
Number of participants with account balances	2018-05-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2018-05-01	0
2017: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2017 401k membership
Total participants, beginning-of-year	2017-05-01	4
Total number of active participants reported on line 7a of the Form 5500	2017-05-01	4
Number of retired or separated participants receiving benefits	2017-05-01	0
Number of other retired or separated participants entitled to future benefits	2017-05-01	0
Total of all active and inactive participants	2017-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2017-05-01	0
Total participants	2017-05-01	4
Number of participants with account balances	2017-05-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2017-05-01	0
2016: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2016 401k membership
Total participants, beginning-of-year	2016-05-01	4
Total number of active participants reported on line 7a of the Form 5500	2016-05-01	4
Number of retired or separated participants receiving benefits	2016-05-01	0
Number of other retired or separated participants entitled to future benefits	2016-05-01	0
Total of all active and inactive participants	2016-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2016-05-01	0
Total participants	2016-05-01	4
Number of participants with account balances	2016-05-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2016-05-01	0
2015: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2015 401k membership
Total participants, beginning-of-year	2015-05-01	4
Total number of active participants reported on line 7a of the Form 5500	2015-05-01	4
Number of retired or separated participants receiving benefits	2015-05-01	0
Number of other retired or separated participants entitled to future benefits	2015-05-01	0
Total of all active and inactive participants	2015-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2015-05-01	0
Total participants	2015-05-01	4
Number of participants with account balances	2015-05-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2015-05-01	0
2014: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2014 401k membership
Total participants, beginning-of-year	2014-05-01	4
Total number of active participants reported on line 7a of the Form 5500	2014-05-01	4
Number of retired or separated participants receiving benefits	2014-05-01	0
Number of other retired or separated participants entitled to future benefits	2014-05-01	0
Total of all active and inactive participants	2014-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2014-05-01	0
Total participants	2014-05-01	4
Number of participants with account balances	2014-05-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2014-05-01	0
2013: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2013 401k membership
Total participants, beginning-of-year	2013-05-01	4
Total number of active participants reported on line 7a of the Form 5500	2013-05-01	4
Number of retired or separated participants receiving benefits	2013-05-01	0
Number of other retired or separated participants entitled to future benefits	2013-05-01	0
Total of all active and inactive participants	2013-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2013-05-01	0
Total participants	2013-05-01	4
Number of participants with account balances	2013-05-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2013-05-01	0
2012: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2012 401k membership
Total participants, beginning-of-year	2012-05-01	4
Total number of active participants reported on line 7a of the Form 5500	2012-05-01	4
Number of retired or separated participants receiving benefits	2012-05-01	0
Number of other retired or separated participants entitled to future benefits	2012-05-01	0
Total of all active and inactive participants	2012-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2012-05-01	0
Total participants	2012-05-01	4
Number of participants with account balances	2012-05-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2012-05-01	0
2011: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2011 401k membership
Total participants, beginning-of-year	2011-05-01	4
Total number of active participants reported on line 7a of the Form 5500	2011-05-01	4
Number of retired or separated participants receiving benefits	2011-05-01	0
Number of other retired or separated participants entitled to future benefits	2011-05-01	0
Total of all active and inactive participants	2011-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2011-05-01	0
Total participants	2011-05-01	4
Number of participants with account balances	2011-05-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2011-05-01	0
2010: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2010 401k membership
Total participants, beginning-of-year	2010-05-01	4
Total number of active participants reported on line 7a of the Form 5500	2010-05-01	4
Number of retired or separated participants receiving benefits	2010-05-01	0
Number of other retired or separated participants entitled to future benefits	2010-05-01	0
Total of all active and inactive participants	2010-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2010-05-01	0
Total participants	2010-05-01	4
Number of participants with account balances	2010-05-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2010-05-01	0
2009: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2009 401k membership
Total participants, beginning-of-year	2009-05-01	0
Total number of active participants reported on line 7a of the Form 5500	2009-05-01	4
Number of retired or separated participants receiving benefits	2009-05-01	0
Number of other retired or separated participants entitled to future benefits	2009-05-01	0
Total of all active and inactive participants	2009-05-01	4
Number of deceased participants whose beneficiaries are receiving or are entitled to receive benefits	2009-05-01	0
Total participants	2009-05-01	4
Number of participants with account balances	2009-05-01	4
Participants that terminated employment during the plan year with accrued benefits that were less than 100% vested	2009-05-01	0

Financial Data on RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN

Measure	Date	Value
2024 : RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2024 401k financial data
Total expenses incurred by plan in this plan year	2024-05-06	2010486
Net assets as of the end of the plan year	2024-05-06	0
Total assets as of the beginning of the plan year	2024-05-06	1836915
Value of plan covered by a fidelity bond	2024-05-06	250000
Participant contributions to plan in this plan year	2024-05-06	0
Other expenses paid from plan in this plan year	2024-05-06	0
Other contributions to plan in this plan year	2024-05-06	0
Other income to plan in this plan year	2024-05-06	173571
Plan net income in this plan year	2024-05-06	-1836915
Net assets as of the end of the plan year	2024-05-06	0
Net assets as of the beginning of the plan year	2024-05-06	1836915
Employer contributions to plan in this plan year	2024-05-06	0
Fees paid to broker by Benefit Provider	2024-05-06	7449
Expensese paid to adminstrative service provicers from plan in this plan year	2024-05-06	1846
2022 : RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2022 401k financial data
Total expenses incurred by plan in this plan year	2022-09-30	48514
Net assets as of the end of the plan year	2022-09-30	2178634
Total assets as of the beginning of the plan year	2022-09-30	2351500
Value of plan covered by a fidelity bond	2022-09-30	250000
Participant contributions to plan in this plan year	2022-09-30	56702
Other expenses paid from plan in this plan year	2022-09-30	0
Other contributions to plan in this plan year	2022-09-30	0
Other income to plan in this plan year	2022-09-30	-190611
Plan net income in this plan year	2022-09-30	-172866
Net assets as of the end of the plan year	2022-09-30	2178634
Net assets as of the beginning of the plan year	2022-09-30	2351500
Employer contributions to plan in this plan year	2022-09-30	9557
Fees paid to broker by Benefit Provider	2022-09-30	12549
Expensese paid to adminstrative service provicers from plan in this plan year	2022-09-30	2479
2020 : RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2020 401k financial data
Total income from all sources	2020-04-30	$25,870
Expenses. Total of all expenses incurred	2020-04-30	$30,451
Benefits paid (including direct rollovers)	2020-04-30	$28,775
Total plan assets at end of year	2020-04-30	$1,634,194
Total plan assets at beginning of year	2020-04-30	$1,638,775
Value of fidelity bond covering the plan	2020-04-30	$250,000
Total contributions received or receivable from participants	2020-04-30	$51,739
Expenses. Other expenses not covered elsewhere	2020-04-30	$0
Contributions received from other sources (not participants or employers)	2020-04-30	$0
Other income received	2020-04-30	$-67,055
Noncash contributions received	2020-04-30	$0
Net income (gross income less expenses)	2020-04-30	$-4,581
Net plan assets at end of year (total assets less liabilities)	2020-04-30	$1,634,194
Net plan assets at beginning of year (total assets less liabilities)	2020-04-30	$1,638,775
Total contributions received or receivable from employer(s)	2020-04-30	$41,186
Value of certain deemed distributions of participant loans	2020-04-30	$0
Value of corrective distributions	2020-04-30	$0
Expenses. Administrative service providers (salaries,fees and commissions)	2020-04-30	$1,676
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-04-30	$0
2019 : RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2019 401k financial data
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-04-30	$0
2018 : RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2018 401k financial data
Total income from all sources	2018-04-30	$197,316
Expenses. Total of all expenses incurred	2018-04-30	$26,577
Benefits paid (including direct rollovers)	2018-04-30	$25,145
Total plan assets at end of year	2018-04-30	$1,513,782
Total plan assets at beginning of year	2018-04-30	$1,343,043
Value of fidelity bond covering the plan	2018-04-30	$125,000
Total contributions received or receivable from participants	2018-04-30	$49,665
Other income received	2018-04-30	$115,034
Net income (gross income less expenses)	2018-04-30	$170,739
Net plan assets at end of year (total assets less liabilities)	2018-04-30	$1,513,782
Net plan assets at beginning of year (total assets less liabilities)	2018-04-30	$1,343,043
Total contributions received or receivable from employer(s)	2018-04-30	$32,617
Expenses. Administrative service providers (salaries,fees and commissions)	2018-04-30	$1,432
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-04-30	$0
2017 : RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2017 401k financial data
Total income from all sources	2017-04-30	$198,003
Expenses. Total of all expenses incurred	2017-04-30	$8,607
Benefits paid (including direct rollovers)	2017-04-30	$4,600
Total plan assets at end of year	2017-04-30	$1,343,043
Total plan assets at beginning of year	2017-04-30	$1,153,647
Value of fidelity bond covering the plan	2017-04-30	$250,000
Total contributions received or receivable from participants	2017-04-30	$49,851
Other income received	2017-04-30	$97,787
Net income (gross income less expenses)	2017-04-30	$189,396
Net plan assets at end of year (total assets less liabilities)	2017-04-30	$1,343,043
Net plan assets at beginning of year (total assets less liabilities)	2017-04-30	$1,153,647
Total contributions received or receivable from employer(s)	2017-04-30	$50,365
Expenses. Administrative service providers (salaries,fees and commissions)	2017-04-30	$4,007
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-04-30	$0
2016 : RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2016 401k financial data
Total income from all sources	2016-04-30	$70,645
Expenses. Total of all expenses incurred	2016-04-30	$24,566
Benefits paid (including direct rollovers)	2016-04-30	$20,175
Total plan assets at end of year	2016-04-30	$1,153,647
Total plan assets at beginning of year	2016-04-30	$1,107,568
Value of fidelity bond covering the plan	2016-04-30	$115,000
Total contributions received or receivable from participants	2016-04-30	$47,899
Other income received	2016-04-30	$-27,360
Net income (gross income less expenses)	2016-04-30	$46,079
Net plan assets at end of year (total assets less liabilities)	2016-04-30	$1,153,647
Net plan assets at beginning of year (total assets less liabilities)	2016-04-30	$1,107,568
Total contributions received or receivable from employer(s)	2016-04-30	$50,106
Expenses. Administrative service providers (salaries,fees and commissions)	2016-04-30	$4,391
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-04-30	$0
2015 : RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2015 401k financial data
Total income from all sources	2015-04-30	$147,424
Expenses. Total of all expenses incurred	2015-04-30	$21,222
Benefits paid (including direct rollovers)	2015-04-30	$17,175
Total plan assets at end of year	2015-04-30	$1,107,568
Total plan assets at beginning of year	2015-04-30	$981,366
Value of fidelity bond covering the plan	2015-04-30	$100,000
Total contributions received or receivable from participants	2015-04-30	$51,322
Other income received	2015-04-30	$56,157
Net income (gross income less expenses)	2015-04-30	$126,202
Net plan assets at end of year (total assets less liabilities)	2015-04-30	$1,107,568
Net plan assets at beginning of year (total assets less liabilities)	2015-04-30	$981,366
Total contributions received or receivable from employer(s)	2015-04-30	$39,945
Expenses. Administrative service providers (salaries,fees and commissions)	2015-04-30	$4,047
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-04-30	$0
2014 : RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2014 401k financial data
Total income from all sources	2014-04-30	$143,771
Expenses. Total of all expenses incurred	2014-04-30	$3,429
Total plan assets at end of year	2014-04-30	$981,366
Total plan assets at beginning of year	2014-04-30	$841,024
Value of fidelity bond covering the plan	2014-04-30	$100,000
Total contributions received or receivable from participants	2014-04-30	$47,524
Other income received	2014-04-30	$59,747
Net income (gross income less expenses)	2014-04-30	$140,342
Net plan assets at end of year (total assets less liabilities)	2014-04-30	$981,366
Net plan assets at beginning of year (total assets less liabilities)	2014-04-30	$841,024
Total contributions received or receivable from employer(s)	2014-04-30	$36,500
Expenses. Administrative service providers (salaries,fees and commissions)	2014-04-30	$3,429
2013 : RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2013 401k financial data
Total income from all sources	2013-04-30	$121,009
Expenses. Total of all expenses incurred	2013-04-30	$2,730
Total plan assets at end of year	2013-04-30	$841,024
Total plan assets at beginning of year	2013-04-30	$722,745
Value of fidelity bond covering the plan	2013-04-30	$75,000
Total contributions received or receivable from participants	2013-04-30	$46,222
Other income received	2013-04-30	$42,327
Net income (gross income less expenses)	2013-04-30	$118,279
Net plan assets at end of year (total assets less liabilities)	2013-04-30	$841,024
Net plan assets at beginning of year (total assets less liabilities)	2013-04-30	$722,745
Total contributions received or receivable from employer(s)	2013-04-30	$32,460
Expenses. Administrative service providers (salaries,fees and commissions)	2013-04-30	$2,730
2012 : RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2012 401k financial data
Total income from all sources	2012-04-30	$60,565
Expenses. Total of all expenses incurred	2012-04-30	$3,836
Total plan assets at end of year	2012-04-30	$722,745
Total plan assets at beginning of year	2012-04-30	$666,016
Value of fidelity bond covering the plan	2012-04-30	$75,000
Total contributions received or receivable from participants	2012-04-30	$45,485
Other income received	2012-04-30	$-17,773
Net income (gross income less expenses)	2012-04-30	$56,729
Net plan assets at end of year (total assets less liabilities)	2012-04-30	$722,745
Net plan assets at beginning of year (total assets less liabilities)	2012-04-30	$666,016
Total contributions received or receivable from employer(s)	2012-04-30	$32,853
Expenses. Administrative service providers (salaries,fees and commissions)	2012-04-30	$3,836
2011 : RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2011 401k financial data
Total income from all sources	2011-04-30	$144,572
Expenses. Total of all expenses incurred	2011-04-30	$19,160
Benefits paid (including direct rollovers)	2011-04-30	$17,175
Total plan assets at end of year	2011-04-30	$666,016
Total plan assets at beginning of year	2011-04-30	$540,604
Value of fidelity bond covering the plan	2011-04-30	$75,000
Total contributions received or receivable from participants	2011-04-30	$45,188
Other income received	2011-04-30	$66,456
Net income (gross income less expenses)	2011-04-30	$125,412
Net plan assets at end of year (total assets less liabilities)	2011-04-30	$666,016
Net plan assets at beginning of year (total assets less liabilities)	2011-04-30	$540,604
Total contributions received or receivable from employer(s)	2011-04-30	$32,928
Expenses. Administrative service providers (salaries,fees and commissions)	2011-04-30	$1,985
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2011-04-30	$0

Form 5500 Responses for RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN

2019: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2019 form 5500 responses
2019-05-01	Type of plan entity	Single employer plan
2019-05-01	Submission has been amended	No
2019-05-01	This submission is the final filing	No
2019-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2019-05-01	Plan is a collectively bargained plan	No
2019-05-01	Plan funding arrangement – Insurance	Yes
2019-05-01	Plan funding arrangement – Trust	Yes
2019-05-01	Plan benefit arrangement – Insurance	Yes
2019-05-01	Plan benefit arrangement - Trust	Yes
2018: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2018 form 5500 responses
2018-05-01	Type of plan entity	Single employer plan
2018-05-01	Submission has been amended	No
2018-05-01	This submission is the final filing	No
2018-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2018-05-01	Plan is a collectively bargained plan	No
2018-05-01	Plan funding arrangement – Insurance	Yes
2018-05-01	Plan funding arrangement – Trust	Yes
2018-05-01	Plan benefit arrangement – Insurance	Yes
2018-05-01	Plan benefit arrangement - Trust	Yes
2017: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2017 form 5500 responses
2017-05-01	Type of plan entity	Single employer plan
2017-05-01	Submission has been amended	No
2017-05-01	This submission is the final filing	No
2017-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2017-05-01	Plan is a collectively bargained plan	No
2017-05-01	Plan funding arrangement – Insurance	Yes
2017-05-01	Plan funding arrangement – Trust	Yes
2017-05-01	Plan benefit arrangement – Insurance	Yes
2017-05-01	Plan benefit arrangement - Trust	Yes
2016: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2016 form 5500 responses
2016-05-01	Type of plan entity	Single employer plan
2016-05-01	Submission has been amended	No
2016-05-01	This submission is the final filing	No
2016-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2016-05-01	Plan is a collectively bargained plan	No
2016-05-01	Plan funding arrangement – Insurance	Yes
2016-05-01	Plan funding arrangement – Trust	Yes
2016-05-01	Plan benefit arrangement – Insurance	Yes
2016-05-01	Plan benefit arrangement - Trust	Yes
2015: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2015 form 5500 responses
2015-05-01	Type of plan entity	Single employer plan
2015-05-01	Submission has been amended	No
2015-05-01	This submission is the final filing	No
2015-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2015-05-01	Plan is a collectively bargained plan	No
2015-05-01	Plan funding arrangement – Insurance	Yes
2015-05-01	Plan funding arrangement – Trust	Yes
2015-05-01	Plan benefit arrangement – Insurance	Yes
2015-05-01	Plan benefit arrangement - Trust	Yes
2014: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2014 form 5500 responses
2014-05-01	Type of plan entity	Single employer plan
2014-05-01	Submission has been amended	No
2014-05-01	This submission is the final filing	No
2014-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2014-05-01	Plan is a collectively bargained plan	No
2014-05-01	Plan funding arrangement – Insurance	Yes
2014-05-01	Plan funding arrangement – Trust	Yes
2014-05-01	Plan benefit arrangement – Insurance	Yes
2014-05-01	Plan benefit arrangement - Trust	Yes
2013: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2013 form 5500 responses
2013-05-01	Type of plan entity	Single employer plan
2013-05-01	Submission has been amended	No
2013-05-01	This submission is the final filing	No
2013-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2013-05-01	Plan is a collectively bargained plan	No
2013-05-01	Plan funding arrangement – Insurance	Yes
2013-05-01	Plan funding arrangement – Trust	Yes
2013-05-01	Plan benefit arrangement – Insurance	Yes
2013-05-01	Plan benefit arrangement - Trust	Yes
2012: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2012 form 5500 responses
2012-05-01	Type of plan entity	Single employer plan
2012-05-01	Submission has been amended	No
2012-05-01	This submission is the final filing	No
2012-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2012-05-01	Plan is a collectively bargained plan	No
2012-05-01	Plan funding arrangement – Insurance	Yes
2012-05-01	Plan funding arrangement – Trust	Yes
2012-05-01	Plan benefit arrangement – Insurance	Yes
2012-05-01	Plan benefit arrangement - Trust	Yes
2011: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2011 form 5500 responses
2011-05-01	Type of plan entity	Single employer plan
2011-05-01	Submission has been amended	No
2011-05-01	This submission is the final filing	No
2011-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2011-05-01	Plan is a collectively bargained plan	No
2011-05-01	Plan funding arrangement – Insurance	Yes
2011-05-01	Plan funding arrangement – Trust	Yes
2011-05-01	Plan benefit arrangement – Insurance	Yes
2011-05-01	Plan benefit arrangement - Trust	Yes
2010: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2010 form 5500 responses
2010-05-01	Type of plan entity	Single employer plan
2010-05-01	Submission has been amended	No
2010-05-01	This submission is the final filing	No
2010-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2010-05-01	Plan is a collectively bargained plan	No
2010-05-01	Plan funding arrangement – Insurance	Yes
2010-05-01	Plan funding arrangement – Trust	Yes
2010-05-01	Plan benefit arrangement – Insurance	Yes
2010-05-01	Plan benefit arrangement - Trust	Yes
2009: RUSSELL D. BOERNER, CPA, SC 401(K) RETIREMENT PLAN 2009 form 5500 responses
2009-05-01	Type of plan entity	Single employer plan
2009-05-01	First time form 5500 has been submitted	Yes
2009-05-01	Submission has been amended	No
2009-05-01	This submission is the final filing	No
2009-05-01	This return/report is a short plan year return/report (less than 12 months)	No
2009-05-01	Plan is a collectively bargained plan	No
2009-05-01	Plan funding arrangement – Insurance	Yes
2009-05-01	Plan funding arrangement – Trust	Yes
2009-05-01	Plan benefit arrangement - Trust	Yes

Insurance Providers Used on plan

JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	92078
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	PF5808N
Policy instance	2
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number	8135G
Policy instance	3
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number	8135G
Policy instance	3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	PF5808N
Policy instance	2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	92078
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	92078
Policy instance	1
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number	8135G
Policy instance	3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	PF5808N
Policy instance	2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	PF5808N
Policy instance	2
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number	8135G
Policy instance	3
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	92078
Policy instance	1
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number	8135G
Policy instance	3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	PF5808N
Policy instance	2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	92078
Policy instance	1
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number	8135G
Policy instance	3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	PF5808N
Policy instance	2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	92078
Policy instance	1
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	92078
Policy instance	1
PENN MUTUAL LIFE INSURANCE CO (National Association of Insurance Commissioners NAIC id number: 67644 )
Policy contract number	8135G
Policy instance	3
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	PF5808N
Policy instance	2
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	PF5808N
Policy instance	2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	92078
Policy instance	1
PRUDENTIAL ANNUITIES SERVICE (National Association of Insurance Commissioners NAIC id number: 68241 )
Policy contract number	PF5808N
Policy instance	2
JOHN HANCOCK LIFE INSURANCE COMPANY (U.S.A.) (National Association of Insurance Commissioners NAIC id number: 65838 )
Policy contract number	92078
Policy instance	1

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Company Name:	RUSSELL D. BOERNER, CPA, SC
Employer identification number (EIN):	391359816
NAIC Classification:	541211
NAIC Description:	Offices of Certified Public Accountants